FAQ

FAQ - When I sync invoices, why are the email address are updated?
When I sync invoices from ConnectWise to QuickBooks Online, it changes the QuickBooks email address to the Primary Contact and not the Finance Contact. W...
Mon, 26 Mar, 2018 at 3:47 AM
FAQ - Why is the the contact being set to the Primary Contact instead of the billing contact
Wise-Sync will set the Billing Contact information in your accounting system based on the following hierarchy. The Billing Contact seclected for the Bill ...
Mon, 26 Mar, 2018 at 3:47 AM
Inventory Reports: Invoice Dates & Purchase Order Dates
What is the reporting different between the records in ConnectWise (Inventory Reports) and Xero (Inventory Asset / Transaction Reports): Invoice Dates &...
Mon, 26 Mar, 2018 at 3:48 AM
FAQ: What is the difference between the CW (Inventory Reports) and Xero (Inventory Asset / Transaction Report)
What is the reporting difference between the records in ConnectWise (Inventory Reports) and Xero (Inventory Asset / Transaction Reports). There are 3 mai...
Mon, 26 Mar, 2018 at 3:48 AM
FAQ - How do I create a Manual Batch?
How do I create a Manual Batch? Manually Batching records can be used when: You don't want to import old records (or possibly duplicate if you have ...
Mon, 26 Mar, 2018 at 3:48 AM
FAQ: What are System Chart of Accounts?
What are system Chart of Accounts? System Accounts cannot be used for the Configuration of Wise-Sync Company Settings, as your Accounting Package blocks you...
Mon, 26 Mar, 2018 at 3:48 AM
FAQ - How do I sync detailed invoices?
How do I transfer detailed invoices? Wise-Sync allows you to easily select how to want your time details to be displayed on invoices and synced to your Acc...
Mon, 26 Mar, 2018 at 3:48 AM
FAQ - What do I do if a payment synced back to ConnectWise and posted to the wrong invoice?
What do I do if a payment has been synced back to ConnectWise and posted to the wrong invoice? If the invoice has been updated and corrected in Xero all yo...
Mon, 26 Mar, 2018 at 3:48 AM
Updating your Connectwise To A new version
How to Update your Connectwise To A new version. Go to your Wise-Sync Accounts Screen,   1. Scroll down to the bottom of that screen.   2. Upda...
Thu, 11 Oct, 2018 at 6:03 AM
FAQ - Why aren't my invoice marked as Paid in ConnectWise?
Why aren't my invoices marked as Paid in ConnectWise? Your invoices in ConnectWise are not marked as paid, because you haven't preformed a Pay...
Mon, 14 May, 2018 at 5:36 PM